Kourtney Stuthard
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Hi Jaison, Have you tried Dynamic Layout Rules? I think it might be what you're looking for!
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Hey Courtney, I think I might be able to help you here. First, open the standard Leads dashboard (this one is pre-created by Insightly). There's a card called "Leads by Month". Hover over the ca...
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Hi Thomas, If a field appears darker grey in the list and is not able to be added to your layout, that means the field has already been added to the page layout. Please see How to edit or create a ...
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Hi Jim, You can change your date and time format in User Settings > User Details. I hope this helps!
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Hi Henry, If you want to make that field required, you will need to use page layouts. With page layouts, you can change which fields are required, read-only, or hidden. So instead of editing the f...
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Hi Rio Marquez-Hammitt, That's a great idea! I recommend sharing it on our Ideas & Suggestions page so others can vote and comment on this idea too.
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Hi Jakub, Your employee would need to have access to an Insightly account to add leads to Insightly. You can try having her forward the emails she receives to someone with an account so that they...
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Hi Russell, Sorry to hear you're having trouble integrating your email. Are you receiving any type of error messages when you attempt the integration? If so, would you please take a screenshot and ...
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Hi Wafloy Mountain Village, You can definitely do this. You will need to create two separate list views on your leads, opportunities, and projects. Go to an object and click the gear icon and sele...
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Hi everyone! We have released an update to the add-on today. It is no longer in beta and we've added some new functionality to bring it to parity with our old gadget and sidebar. You can now: Sav...
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